CareerPlan

Tax Partner - Rockville

2 LocationsFull-time2026-07-13 → 2026-11-10
No visa sponsorship

Core

Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals.

Role type

Tax Partner (Private Client Services)

Builds

Personal and business tax planning services for high-net-worth individuals and pass-through entities

Domain

US Taxation (Individual and Pass-through)

Deliverable

client delivery

Required skills

pass-through entity taxation, complex 1040 compliance, federal and multi-state tax planning, leadership, staff development, business development

Preferred skills

strategic direction, trusted advisor, collaborative team environment

Technologies

N/A

Responsibilities

Lead a team providing personal, compliance, and business tax planning services; Specialize in pass-through entity taxation; Serve as a trusted advisor to clients; Coach, mentor, and train managers and staff; Contribute to business development; Collaborate across service lines and offices

Seniority

Partner, leadership & strategy